---
schema_version: "secwatch.filing_event.v1"
accession: "0001683168-26-003562"
form_type: "8-K"
ticker: "AAOI"
cik: "0001158114"
company_name: "APPLIED OPTOELECTRONICS, INC."
filed_at: "2026-05-07T23:59:59+00:00"
generated_at: "2026-05-14T21:24:48.112606+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Applied Optoelectronics Q1 revenue $151.1M, net loss widens to $14.3M

## Summary
- Q1 GAAP revenue $151.1M, +51% YoY from $99.9M; GAAP net loss $14.3M vs $9.2M loss YoY.
- GAAP EPS loss $0.19; non-GAAP EPS loss $0.07 vs $0.02 loss YoY.
- First volume shipment of 800G transceivers to a hyperscale customer; total 800G capacity ~100k units/month.
- Houston-area footprint nearly doubled via acquisitions and leases to support growth.
- Management expects strong volume ramp of 800G starting Q2, significant growth from Q3.

## SEC filing metadata
- accession: 0001683168-26-003562
- form_type: 8-K
- ticker: AAOI
- cik: 0001158114
- company_name: APPLIED OPTOELECTRONICS, INC.
- filed_at: 2026-05-07T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1158114/000168316826003562/0001683168-26-003562-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1158114/000168316826003562/aaoi_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001683168-26-003562
- JSON: https://secwatch.observer/filing/0001683168-26-003562.json
- Plain text: https://secwatch.observer/filing/0001683168-26-003562.txt

## Source-grounded claims
- claim_id: 764b19db534cb5e28b39081dbc0bfaa82ef69346
  claim: APPLIED OPTOELECTRONICS, INC. reported first quarter ended March 31, 2026 results: revenue GAAP revenue was $151.1 million, net income GAAP net loss was $14.3 million, or $0.19 per basic share.
  evidence_excerpt: ability to execute on our ambitious growth plans, while ensuring reliability, quality, and a dedication to excellence.” First Quarter 2026 Financial Summary · GAAP revenue was $151.1 million, compared with $99.9 million in the first quarter of 2025 and $134.3 million in the fourth quarter of 2025. · GAAP gross margin was 29.1%, compared with 30.6% in the first
  evidence_url: https://www.sec.gov/Archives/edgar/data/1158114/000168316826003562/0001683168-26-003562-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.